LRWM
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Lord & Richards Wealth Management’s Boeing BA Stock Holding History

Lord & Richards Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16
Closed -$2.73K – 59
2025
Q1 		$2.73K Buy
+16
New +$2.77K ﹤0.01% 139

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lord & Richards Wealth Management's BA Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Boeing (BA) in Q2 2025, closing a stake of 16 shares — an estimated $2.73K sold.

Lord & Richards Wealth Management first reported a position in BA in Q1 2025 and held it in 1 quarter. The position peaked at $2.73K in Q1 2025. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 16 Boeing shares in Q2 2025, an estimated $2.73K.
  • Lord & Richards Wealth Management first reported a position in Boeing in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Boeing position peaked at $2.73K in Q1 2025.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.